Bert L. Bennett
Professional summary
Bert Lester Bennett IV, CFP®, CPWA®, who also goes by Bert Lester Bennett, Cort Lester Bennett, Bert "cort" L. Bennett IV, is a registered financial advisor currently at WEST FORK WEALTH MANAGEMENT LLC located in Chapel Hill, North Carolina.
Bert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Bert has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bert Lester Bennett IV's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Start date: 2021-07-02
Expire date: 2023-06-30
Experience
June 6, 2024 - Present
WEST FORK WEALTH MANAGEMENT LLC
October 27, 2017 - May 9, 2024
ROBERT W. BAIRD & CO. INCORPORATED
October 27, 2017 - May 9, 2024
ROBERT W. BAIRD & CO. INCORPORATED
January 26, 2016 - October 30, 2017
MORGAN STANLEY
January 26, 2016 - October 30, 2017
MORGAN STANLEY
February 6, 2015 - December 3, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
January 1, 2015 - December 3, 2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
July 19, 2011 - October 24, 2011
KINGFISHER CAPITAL, LLC
July 10, 2009 - December 14, 2010
BIRCHTREE FINANCIAL SERVICES LLC
November 3, 2004 - May 2, 2005
WELLS FARGO CLEARING SERVICES, LLC
July 16, 2003 - May 2, 2005
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/29/2024)
(6/6/2024)
Exams
Current Firm
WEST FORK WEALTH MANAGEMENT LLC
CRD#: 331919 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 6,000,000 |
Red Flags
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